Who owns MFUS (MFUS)
Which tracked institutional funds hold MFUS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MFUS company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
7 tracked funds added or opened MFUS while 7 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MFUS’s largest tracked holder by dollar value, Schiavi & Co LLC, sizes it at 22.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 22.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MFUS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 31 tracked filers holding MFUS, 19 increased or opened the position and 14 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MFUS between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 2
- MML INVESTORS SERVICES, LLC$654K
- Caerus Investment Advisors, LLC$541K
Largest adds
- FINANCIAL CONSULATE, INC$11M
- Schiavi & Co LLC$4M
- MARSHALL INVESTMENT MANAGEMENT, LLC$3M
- CITADEL ADVISORS LLC$575K
- Baker Ellis Asset Management LLC$430K
- Williams & Novak, LLC$363K
Largest trims
- Austin Wealth Management, LLC$8M
- JPMORGAN CHASE & CO$2M
- GOLDMAN SACHS GROUP INC$2M
- RAYMOND JAMES FINANCIAL INC$1M
- Steward Partners Investment Advisory, LLC$397K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Schiavi & Co LLC added | 1,302,965 | $76M | 41.3% | 2026-Q1 |
| Austin Wealth Management, LLC trimmed | 448,541 | $26M | 14.4% | 2026-Q1 |
| FINANCIAL CONSULATE, INC added | 263,494 | $15M | 8.4% | 2026-Q1 |
| Baker Ellis Asset Management LLC added | 228,668 | $13M | 7.3% | 2026-Q1 |
| MARSHALL INVESTMENT MANAGEMENT, LLC added | 194,540 | $11M | 6.2% | 2026-Q1 |
| Williams & Novak, LLC added | 146,339 | $9M | 4.7% | 2026-Q1 |
| ENTREWEALTH, LLC added | 144,109 | $8M | 4.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 47,849 | $3M | 1.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 48,740 | $3M | 1.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 38,437 | $2M | 1.2% | 2026-Q1 |
| Cetera Investment Advisers added | 36,233 | $2M | 1.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 25,790 | $2M | 0.8% | 2026-Q1 |
| LPL Financial LLC added | 21,819 | $1M | 0.7% | 2026-Q1 |
| First Growth Capital LLC added | 19,214 | $1M | 0.6% | 2026-Q1 |
| Walkner Condon Financial Advisors LLC added | 14,306 | $836K | 0.5% | 2026-Q1 |
| Mid-American Wealth Advisory Group, Inc. | 13,294 | $753K | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 9,817 | $573K | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC | 9,560 | $558K | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 8,352 | $488K | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 7,946 | $464K | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 7,897 | $461K | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 3,117 | $182K | 0.1% | 2026-Q1 |
| FMR LLC added | 2,735 | $160K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,462 | $85K | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 728 | $42K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 553 | $32K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 171 | $10K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 136 | $8K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 95 | $6K | 0.0% | 2026-Q1 |
| Blue Trust, Inc. new | 35 | $2K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 17 | $993 | 0.0% | 2026-Q1 |
| Moloney Securities Asset Management, LLC added | 45,758 | $3M | 1.4% | 2025-Q3 stale |
| Capital Square, LLC added | 25,264 | $1M | 0.7% | 2025-Q1 stale |
| MML INVESTORS SERVICES, LLC trimmed | 11,553 | $654K | 0.4% | 2025-Q4 stale |
| Caerus Investment Advisors, LLC | 9,560 | $541K | 0.3% | 2025-Q4 stale |
| PKS Advisory Services, LLC trimmed | 6,210 | $332K | 0.2% | 2025-Q2 stale |
| Quantinno Capital Management LP trimmed | 4,876 | $245K | 0.1% | 2025-Q1 stale |
| EQ WEALTH ADVISORS, LLC added | 3,189 | $181K | 0.1% | 2025-Q4 stale |
| ROYAL BANK OF CANADA added | 3,070 | $174K | 0.1% | 2025-Q4 stale |
| UBS Group AG trimmed | 128 | $7K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.